Sales and product service

Sales & Product eLearning Program for a Leading Financial Services Company

A leading financial services company in India serves a wide and diverse customer base with a range of loan and investment products. With a growing salesforce across regions, the company needed a scalable solution to upskill teams on product knowledge, service delivery, and regulatory compliance.
To meet this need, Zhypility partnered with the organization to design a structured, digital Sales and Product Service eLearning program—ensuring consistency, speed, and impact in frontline enablement.

Diverse product portfolio requiring regular knowledge updates.

Inconsistent sales and service training across locations.

Manual onboarding processes slowing down productivity.

Lack of engaging, scalable training content for field teams.

Limited tracking of learner progress and effectiveness.

Zhypility developed a custom eLearning solution focused on empowering the company’s customer-facing teams with the knowledge and skills to drive sales and deliver exceptional service.

Role-based modules covering loans, financial products, customer interaction, and service protocols.

Microlearning content for mobile access—ideal for field teams.

Scenario-based simulations to build real-life decision-making skills.

Assessments and certifications to validate learning.

LMS integration for centralized tracking, reporting, and learner management.

Time-to-productivity reduced by 35% for new sales hires.

Uniform product knowledge across all branches and regions.

Customer service scores improved due to better-trained frontline teams.

80%+ course completion rate in the first rollout quarter.

Higher employee confidence in handling objections, pitching, and compliance.

The Sales and Product Service eLearning initiative—developed by Zhypility for the financial services company—successfully transformed frontline training into a digital, dynamic, and data-driven experience. With consistent learning delivery and measurable results, the company is now better equipped to scale its sales capabilities and enhance customer experience across the board.